Theresa Morgan

About Theresa Morgan

I help product-led growth companies scale smarter—turning AI insights into strategies that accelerate adoption, retention, and revenue.After a decade leading GTM and revenue operations transformations in cloud technology, SaaS, and business services, I’ve learned that the fastest way to scale isn’t just adding headcount or shipping more features—it’s removing friction across the customer journey. I align product, go-to-market, and operations teams to deliver growth strategies that work in the real world.Strategic Impact: • +10% MRR by re-architecting sales processes and automating revenue intelligence • -2% churn with data-driven interventions that improved retention • 20% case deflection by enhancing AI-powered self-service • $600K+ annual savings via subscription rationalization & workforce optimizationI specialize in designing scalable growth systems—integrating Salesforce Sales, Marketing & Experience Cloud, CPQ, Slack AI, and Sales Elevate to enable product, marketing, and customer success teams with the right insights at the right time.Where I Create Value: • PLG Strategy Alignment → Building GTM playbooks that bridge product usage data and revenue outcomes • AI-Enabled Growth Ops → Using predictive analytics & AI automation to boost conversions and customer success • Scaling Without Waste → Creating processes that sustain growth through market shifts and funding cycles • Revenue Retention & Expansion → Identifying upsell triggers and preventing churn before it happensAs a PMP-certified leader, I translate complex transformation programs into measurable business outcomes—balancing quick wins with long-term scalability. I’m energized by working with leadership teams who see AI not just as a tool, but as a strategic lever for competitive advantage.

Experience

1. Partner

   Zoom

   Mar 2026 — Present · Boulder, CO, US

Education

• Regis University

  Business Administration and Management, General